Create a Quote From Sales leads

Create a quote 

 The system allows users to generate a Quote directly from an existing Sales Lead , helping streamline the sales process and avoid re-entering information. 

   Click on " Create Quote " button 

 

   

 View Quote 

 Once a quote has been created and linked to a Sales Lead, it can be easily accessed using the " View Quote" function. 

 Only one quote can be linked to a Sales Lead at any given time. 

   

   

 Link Quote 

 The Link Quote function allows you to connect an existing quote to a Sales Lead after the quote has already been created in the Debtors module . 

 When to Use Link Quote 

 

 

 Use this option when a quote was not created directly from the Sales Lead . 

 For example, if a quote was created separately in the Debtors module, it can still be linked back to the relevant Sales Lead for tracking purposes. 

 

 

 

   

 Remove Quote Link  

 The Remove Quote Link function allows you to disconnect a linked quote from a Sales Lead. 

 

 Open the Sales Lead in Edit Lead mode 

 Click the Remove Quote Link button on the top navigation ribbon 

 The system will remove the association between the Sales Lead and the quote 

 

 When to Use Remove Quote Link 

 

 

 When the incorrect quote has been linked to the Sales Lead 

 When you need to replace the existing quote with a different one 

 When the quote is no longer relevant to the Sales Lead 

 

 

 

 Important Notes 

 

 

 Removing the link does not delete the quote from the system 

 The quote remains available in the Debtors module and can be reused or linked to another Sales Lead if required 

 Only the connection between the Sales Lead and the quote is removed